See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,992 | $99,032-23.3% | $80,019-5.0% | $135,375-43.9% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -6.72% | 15.39%-22.1pp | 11.22%-17.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,574 | $4,282-39.9% | $3,686-30.2% | $5,609-54.1% |
| Admin fee / account holder | $199 | $10,436-98.1% | $6,521-96.9% | $10,827-98.2% |